Water Street Wealth Management | Jeff Schlotterbeck, CFP®
No reviews yet · Serves Nationwide · Specializes in Business Executives, Equity Compensation, High Net Worth Individuals
Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses.
Services
- 401(k) & IRA Management
- Asset Allocation
- Education Planning
- Equity Compensation
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- AUM-Based Fee — 1% of AUM